AI-Powered Insights
Automatically track, categorize, and analyze your spending
Personalized Planning
AI-driven guidance for taxes, insurance, and financial goals.
Real-Time Insights
Get alerts and recommendations to make smarter decisions.
Powerful Features for Smart Money Management
Everything you need to take control of your financial future
AI Budgeting & Spending Insights
Effortlessly track your expenses, identify trends, and understand where your money truly goes.
Personalized Financial Guidance
Get tailored recommendations for taxes, insurance, investments, and long-term planning—powered by AI.
Credit Health & Monitoring
Stay on top of your credit score with real-time updates and smart tips to improve financial standing.
Choose Your Plan
Flexible pricing that grows with your financial journey
Basic
$0
/monthTrack up to 2 bank accounts
Basic spending insights
Monthly reports
Mobile app access
Email support
Pro
MOST POPULAR
$9.99
/monthUnlimited bank accounts
AI-powered insights
Real-time notifications
Goal tracking & automation
Investment tracking
Priority support
Export data & reports
Premium
$19.99
/monthEverything in Pro
Personal finance coach
Advanced tax planning
Custom reports
API access
White-glove onboarding
24/7 premium support
Frequently Asked Questions
Got questions? We've got answers
How secure is my financial data?
Your financial data is protected with industry-leading encryption and security protocols. We comply with SOC 2, FDIC, and other regulatory standards to ensure your information remains safe and confidential at all times.
What banks and financial institutions do you support?
We partner with over 12,000 financial institutions across the US and Canada. Our integration with Plaid enables seamless connections to virtually any bank, credit card, or investment account you may have.
Can I connect multiple accounts?
Yes! You can connect unlimited accounts from different financial institutions. Our platform supports checking accounts, savings accounts, investment portfolios, credit cards, and more—all in one unified dashboard.
How often is my financial data updated?
Your account information is updated in real-time or within 24 hours, depending on your financial institution's update frequency. Most major banks sync within minutes, keeping your dashboard current and accurate.
Is there a mobile app available?
Yes, our mobile app is available for both iOS and Android. You can access your complete financial overview, check balances, view transactions, and manage your accounts on the go with the same security standards as our web platform.